I tried to do my Fed and State (MA) tax returns using their respective on-line free filing methods just as I did last year, but when attempting to file my Fed return, I could not get past their required security feature. However I did complete my MA return and filed it. Unfortunately, I later found that I had made an error and needed to send an amended return. Because I had a unique 1099R that caused my MA error. I purchased and downloaded your Premium Fed & State tax software. (In the past, I used your Basic software to file my Fed return, and the data it created to complete a free on-line MA return. The IRS did accept my Fed return that you sent-in, but even though I was able to generate my MA state return, I could not finish and file it because your software will not do an amended return unless the initial return was processed with your software. That said, I did try to use your data to amended my MA return. However, your mathematical protocol differs from the way MA wants their return processed, and this resulted in me paying $178.00 more that what your software said I needed to pay. Too bad you will not accept a download of my original MA filing so you could do my amended return!
Pros: Easy to prepare, Maximizes refund
Cons: Time consuming, Hard to import documents
I would recommend this to a friend!
Value
2
Response from HRBlockBy Social Media Department, April 17, 2024
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
7th or 8th year using the accuracy on the state ,NJ, was a bit of a pain there was deductions I didn't want to use, personal but other than that all good
Pros: Easy to prepare, Easy to import documents, Fast
Why can't this year's program locate the required information (lines 2, 4b and 7) from last year's NJ Worksheet C program? We had to manually open last year's H&R Block program to obtain the required information and manually insert in this year's program.
Been using H&R Block tax software for quite a few years now and it is relatively easy to use. The U.S. Tax Code is very complicated and HR Block addresses issues in layman's terms.
I've used this software for several years. It takes you through all the questions to help you get your taxes done, it has an extensive area to find answers to questions about the forms you need to get the job done.
Pros: Easy to prepare, Maximizes refund, Easy to import documents